JX Advanced Metals Raises FY2027 Earnings Forecast on AI Server Demand

JX Advanced Metals Corporation (TSE:5016) has raised its earnings guidance for the fiscal year ending March 2027, citing robust demand from artificial intelligence server-related businesses and favorable currency and commodity price movements.

ItemBeforeAfterChange
RevenueJPY 930.0bnJPY 1025.0bn+10.2%
Operating ProfitJPY 190.0bnJPY 232.0bn+22.1%
税引前利益JPY 178.0bnJPY 221.0bn+24.2%
親会社の所有者に帰属する当期利益JPY 114.0bnJPY 141.0bn+23.7%
基本的１株当たり当期利益JPY 125.97/shareJPY 155.80/share+JPY 29.83/share

The company attributed the upward revision primarily to accelerating sales volumes and improved pricing in its focus business segment, driven by expanding AI server-related demand. The revision also reflects expectations for a weaker yen—with the dollar-yen rate now projected at 160 yen versus the previous assumption of 157 yen—and anticipated gains from higher copper prices. However, the company factored in production headwinds at its resource operations due to adverse weather conditions affecting mining output.

The across-the-board upgrades, exceeding 20 percent for all profit metrics, signal strengthening profitability despite operational challenges in the resource segment. The earnings per share (EPS) guidance rose to JPY 155.80/share from JPY 125.97/share. Investors should note that the revision reflects management’s confidence in sustained AI-related demand momentum, though execution risks remain tied to commodity price volatility and weather-dependent mining operations.

Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.